Summit Wealth Group (Colorado)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.8M	Buy	53,155 +1,936	+4%	+$64.2K	0.15%	89
2026 Q1	$1.49M	Buy	51,219 +10,034	+24%	+$312K	0.16%	83
2025 Q4	$1.34M	Buy	+41,185	New	+$1.34M	0.18%	79
2025 Q3	–	Sell	-22,366	Closed	-$653K	–	601
2025 Q2	$653K	Buy	+22,366	New	+$591K	0.16%	112

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SCHG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.8% in Q2 2026, buying an estimated $64.2K and bringing the position to 53,155 shares worth $1.8M. The position accounts for 0.15% of the portfolio, ranked #89.

Summit Wealth Group (Colorado) first reported a position in SCHG in Q2 2025 and has held it in 4 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Summit Wealth Group (Colorado) held 53,155 shares of Schwab US Large-Cap Growth ETF worth $1.8M as of Q2 2026.
Summit Wealth Group (Colorado) bought 1,936 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $64.2K.
Schwab US Large-Cap Growth ETF made up 0.15% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #89 holding.
Summit Wealth Group (Colorado) first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.